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The AI infrastructure stocks may make a short-term comeback. In my view, there are two main reasons for this. Firstly, Meta plans to double its computing capacity from 7 GW to 14 GW by 2027. This would indicate that capital expenditures (Capex) will remain high, sending a signal to other hyperscalers. Secondly, the Q2 earnings season offers the possibility that other tech companies will confirm sustained high investments. This could bring AI infrastructure stocks back into focus after the recent correction. I find Jabil interesting again after...
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